Description

• Synergy Financial Group was created with a single minded focus to provide independent, objective financial advice to an elite clientele most critically to help preserve, protect, and grow assets. Wealth can be transitory, and financial independence cannot be taken for granted. Over the years we have helped my clients buy homes and businesses, save strategically for major obligations such as college funding and retirement, and control the impact of taxes. We are passionate in pursuing these objectives, and take great pride in the number of clients who have worked with us ever since the formative years of our independent financial services and advisory practice. On behalf of Synergy Financial Group, we look forward to the opportunity to meet with you and discuss the role we might play in helping you realize the vision you hold for your familys future. Our Vision: Simplifying the Game of Finance. Revolutionizing Your Relationship With Money.Our Mission: Trust. Simplicity. Results.http://brokercheck.finra.org/Securities and Advisory Services Offered Through KMS Financial Services, Inc.
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  Headquarters:11040 Bollinger Canyon Rd , San Ramon, California, United States

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  Phone Number: +1 888-734-2006

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  Website: https://www.synergyfg.com

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  Employees:4

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  Revenue:$0 - 1M

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  Legal Name:Synergy Financial Group, Ltd

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• |  NAICS Code: 523920  |

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